How the Advice Gap 2024 Report Can Shape Your Marketing Strategy

Executive Summary

This comprehensive financial planner marketing guide harnesses key insights from The Advice Gap 2024 report to help UK financial advisers develop effective marketing strategies. As the advisory landscape evolves, financial planners need targeted marketing strategies for financial services that address changing client needs and regulatory requirements.

Why This Guide Is Essential for Financial Advisers

The financial advice landscape in Britain is transforming rapidly. Only 9% of consumers paid for financial advice in the past two years (down from 11%), while Consumer Duty regulations have prompted over 50% of advice firms to stop serving clients with lower investable assets. This guide provides actionable marketing for financial advisers strategies to navigate these changes successfully.

How Consumer Duty Compliance Support Can Help Your Financial Advisory Firm Grow and Thrive

Introduction: Turning Compliance into Competitive Advantage

In today’s heavily regulated financial services environment, maintaining Consumer Duty compliance isn’t just essential—it’s an opportunity for significant business growth. Since the Financial Conduct Authority (FCA) introduced these comprehensive rules, forward-thinking advisory firms have discovered that proper compliance not only protects clients but also creates meaningful differentiation in a crowded marketplace.